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Nvidia (probably) saved the day
Together with Good Morning, Nvidia’s crucial earnings beat didn’t do much to boost stock market sentiment after-hours, at a time where US equities are already taking a beating. On a related note, active fund allocation to Big Tech stocks fell to the lowest since 2008. Move on from the daily deluge of tedious tasks and …
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Mediocre 7
Together with Good Morning, US stocks tumbled further after another round of pessimistic economic data, with major indexes turning negative YTD and Big Tech stocks taking a blow on the compounding threat of Chinese AI competition. Investors are nevertheless unironically hoping for Nvidia’s earnings today to change the tide. Automate your complicated business spend and … -
When AI meets Wall Street. A deep dive on Brightwave
Brightwave is revolutionizing the way Wall Street professionals work with their powerful AI platform. If you work in financial services, this deep dive is for you.
More from the archive
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Stock Market Spookies
Together with Good Morning, The Halloween festivities started slightly early this year with a stock market clappening on Friday. Hopefully the scaries don't last too long. Unless you're short the AI trade of course… Halloween costume wasn't enough to find you love? There's still a chance to join us at our second edition of Off-Market. … -
It’s Over
Together with Good Morning, Jensen Huang got honeypotted by a hot Chinese spy, Big Tech stocks got cooked after rare earnings misses, KOSPI halted trading again, Druckenmiller made his first X post to announce an investment in a Hyperliquid venture, and Binance got hacked hours later for $6.3B in what may be the biggest heist … -
Big Law Gets Its Lehman Brothers
Together with Good Morning, Big Law firm Sidley Austin hired a banker to lead an RX practice, chip giant Marvell is in talks for one of the largest tech M&A deals ever, global bond sales have shattered records, Apple debuted its first touchscreen MacBook, OpenAI will buy Google chips, and legendary law firm Weil will … -
Pay Off Debt❌ Blame Claude✅
Together with Good Morning, Quant firms are sponsoring PhDs to keep up in the AI talent war, Millennium is using prediction markets to inform trading strategies, MBB raised starting salaries for the first time since 2022, sweetgreen managers are set for $200k+ pay packages, and PE firms are including "AI disruption" in force majeure-style clauses … -
Dario Takes It Public
Together with Good Morning, Anthropic filed publicly for what could be the biggest IPO in history and a defining moment for Wall Street and the AI boom. The best deals start before the market knows they're coming. Grata Intelligence brings proprietary market data, deal context, and agentic execution together to help you spot sellers months … -
Musk Nukes Neoclouds
Together with Good Morning, Global equity hedge funds suffered their worst day since Covid, OpenAI resumed frontier AI model training, the Black Sea shipping route is now more deadlier than Hormuz, one-third of America's earnings boom is coming from just two chipmakers, and Musk gave a dire prediction for neoclouds. ICYMI: We're hosting an elevated … -
Palmer Luckey Brings Out the Big Dogs
Together with Good Morning, Blackstone's president says the AI boom won't turn into a bubble, BofA named two new board members, Palmer Luckey launched his craziest startup yet, Barclays will cut 5,000 jobs in an AI push, and Zuck is open to paying California's billionaire tax as long as his Meta voting power isn't diluted. … -
Musk’s Merger Countdown Begins
Together with Good Morning, Trump said firms should pay 'dividends' to communities to make data centers popular, Apollo will delay PE associate recruiting until IB analysts have at least one year of work experience, Ken Griffin says AI is 'almost certainly' in a bubble, Meta will create a new non-voting share class, and Musk wants … -
Earnings Put Musk in the Spotlight
Together with Good Morning, SpaceX turned a profit on massive Starlink and AI growth, Musk's Terafab targets 2028 for volume chip production, Tesla and SpaceX formed a special committee to discuss a merger, Musk predicted $1T in SpaceX revenue by 2028, and Anthropic revenue was just $16B in H1. What if you knew who was … -
One SpaceX For Me Please
Together with Good Morning, Musk pledged SpaceX shares to every American child, Blackstone created an AI CIO to take part in IC, NYCRS accused PE firms of hiking fees to expense private jet use, Goldman and Evercore are pitching 'forever' CVs to PE, and United Airlines' CEO called for an up to 100% national wealth … -
France Is in Shambles
Together with Good Morning, Big Tech firms are showing 'deep interest' in mining stakes, quant trading firms are looking to trade compute, Anthropic was assigned the highest junk credit rating by KBRA, Anthropic is quietly lobbying lawmakers for its own AI safety bill, and France is in shambles after a weekend of violent "protests." After … -
BREAKING: Flying Cars
Together with Good Morning, Tesla launched the Tesla Roadster. Some highlights: equipped with rocket thrusters, can go from 0-60 in 0.8 seconds, is the first-ever flying car, can do kickflips mid-air. All on video🙏 The tax extension deadline was yesterday. Another year of chasing K-1s and rushing to submit? If that's how you spent this …